Job Description
Join CapitalEdge Financial Partners, a leading boutique investment firm, as we redefine financial strategy in the dynamic global markets. We seek a visionary Senior Financial Analyst to drive data-driven decision-making and shape our portfolio's future. This hybrid role combines cutting-edge financial modeling with strategic advisory services for Fortune 500 clients. Enjoy competitive compensation, comprehensive benefits, and unparalleled growth opportunities in our state-of-the-art Manhattan headquarters.
Responsibilities
- Develop complex financial models for M&A transactions and investment valuations
- Analyze market trends to inform strategic investment decisions and risk mitigation
- Prepare executive-level financial reports and presentations for C-suite stakeholders
- Lead cross-functional teams on due diligence projects across diverse industries
- Optimize capital allocation strategies using advanced quantitative methods
- Maintain compliance with SEC regulations and internal governance frameworks
Qualifications
- 5+ years in investment banking or asset management with Big 4 experience preferred
- CPA or CFA charter mandatory with advanced Excel modeling skills
- Expertise in Bloomberg Terminal and financial software (e.g., FactSet, Capital IQ)
- Demonstrated success in high-stakes financial analysis and scenario planning
- Master's degree in Finance, Economics, or MBA from Tier 1 institution
- Exceptional communication skills with ability to translate complex data